Single-file and multi-file intake
Part of Upload inside AXIX IDP.
AXIX IDP
Drop packets in; the pipeline starts without a ticket.
Upload is the front door for back-office document work. Teams drag in bank statements, generic forms, or mixed batches; AXIX IDP accepts the files, starts reading, and routes each item toward the right preset. Volume days no longer mean overnight email threads — intake is deliberate, traceable, and ready for the review dashboard.
Primary users: Operations
Intake should not be a side project
Upload makes intake deliberate: choose a preset, send a batch, and watch each file enter reading and classification. Capacity-aware prompts help when page quotas apply via the Axix portal.
Upload
Intake that matches how ops actually receives paper and PDFs.
Bring PDFs and scans into AXIX IDP in bulk or one-by-one, then hand them straight into reading, classification, and extraction.
- Single-file and multi-file intake
- Mixed-batch uploads with clear per-file status
- Preset selection for bank statement or generic
- Immediate handoff into the processing pipeline
What Upload includes
Mixed-batch uploads with clear per-file status
Part of Upload inside AXIX IDP.
Preset selection for bank statement or generic
Part of Upload inside AXIX IDP.
Immediate handoff into the processing pipeline
Part of Upload inside AXIX IDP.
Retry and re-upload for failed intake
Part of Upload inside AXIX IDP.
Source labeling for ops and audit
Part of Upload inside AXIX IDP.
Capacity-aware intake when page quotas apply
Part of Upload inside AXIX IDP.
Clear confirmation before large batches run
Part of Upload inside AXIX IDP.
Upload in the wider pipeline
How this module connects to upload → read → classify → extract → review.
Upload
Bring PDFs and scans into AXIX IDP — single files or mixed batches — and choose bank-statement or generic presets. Upload stays available as the packet moves.
Read
AXIX IDP reads each page so text and layout become usable for classification and field work. Upload stays available as the packet moves.
Classify
Documents are typed and routed so the right schema and review path apply — statements vs. generic forms. Upload stays available as the packet moves.
Extract
Fields, tables, and repeating rows are pulled into structured results ready for human confirmation. Upload stays available as the packet moves.
Review
The review dashboard surfaces confidence, exceptions, and ownership so ops and analysts can sign off. Upload stays available as the packet moves.
Angles on Upload
Volume days
“Multi-file intake with per-file status instead of silent failures.”
“We stopped treating intake like an after-hours chore — the pipeline starts when the files land.”
Related modules
Stay inside the same Intelligent Document Processing workspace
AXIX IDP modules share status, presets, and review ownership — so switching surfaces never loses the packet.
- Documents: See every file move from intake to signed-off fields.
- Schema Discovery: Learn the shape of a document before fields go live.
- Settings: Presets, capacity, and admin controls in one control room.
Upload FAQ
You can upload mixed batches; classification and presets help route each item toward the right review path.
From the product overview
AXIX IDP turns unstructured documents into trusted fields
AXIX IDP is Axix Technologies’ Intelligent Document Processing workspace: teams upload PDFs and similar packets, the system reads and classifies them, extracts structured fields (including tables), and reviewers validate results in a web dashboard — with optional page-quota integration against the Axix customer portal. On this page, Upload stays on that same path so products upload never becomes an orphan folder.
- Read → classify → extract → review dashboard
- Bank statement and generic presets built in
- Page usage can tie to axixtechnologies.com plan limits
Who AXIX IDP is for
Three roles from the product brief — same workspace, different first clicks.
Operations / back-office
Digitize bank statements, invoices, forms at scale — Upload starts the pipeline; Documents tracks progress.
Analysts / reviewers
Check extracted fields, fix gaps, export results — open status, classification, and field grids in Documents.
Admins
Configure schemas, settings, and access — Schema Discovery for new types; Settings for portal linkage and capacity.
6
UI areas from Documents to agent chat
1
Workspace after login — left nav + top bar
4
Core stages: read, classify, extract, review
2
Built-in presets: bank statement & generic
Suggested walkthrough from Upload
The same first path the product overview recommends — adapted for every marketing route.
Sign in and open the workspace
After login you get AXIX IDP with left navigation: Documents, Upload, Schema Discovery, Settings, plus knowledge and agent chat where enabled.
Upload a document
Send one or more PDFs to start the pipeline. Track progress from the Documents list while reading, classification, and extraction run.
Review in Documents
Open a packet for status, extracted fields, classification, and page artifacts. Reprocess or remove items when needed; export when fields are trusted.
Refine schemas and capacity
Use Schema Discovery when onboarding a new document type. Admins use Settings for portal / account linkage and processing preferences — including page limits against the Axix portal.
What document teams notice on AXIX IDP
★★★★★
Schema Discovery and Settings let us onboard a new document type and keep portal page limits visible. Ops keeps processing; we govern the shape.
Elena VargasAdmin
01 / 01
Try Upload in AXIX IDP
Intake that matches how ops actually receives paper and PDFs. Start a free trial or talk to Axix about your document volume.